Notify team on Slack and update client records in Zoho CRM when new note is added

Notify your team in Slack and update client records in Zoho CRM when a new note is added in the portal. This keeps everyone informed and ensures accurate client data, enhancing collaboration and improving service delivery.

Zap details:

Overview

Notify your team in Slack and update client records in Zoho CRM when a new note is added in the portal. This keeps everyone informed and ensures accurate client data, enhancing collaboration and improving service delivery.

Notify team on Slack and update client records in Zoho CRM when new note is added